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Dimensional US Equity ETF
DFUS

Overview Fund Activity

260 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 259 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+259
Holders Change %
+25,900%
% of All Funds
4.54%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.42%
New
259
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$281M
2
BSW
Buckingham Strategic Wealth
Missouri
+$251M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$226M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$181M
5
TWA
TCI Wealth Advisors
Arizona
+$98.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
226
Glassman Wealth Services
Virginia
$232K +$232K +4,916 New
RJT
227
Raymond James Trust
Florida
$231K +$231K +4,912 New
VCP
228
Vista Capital Partners
Oregon
$222K +$222K +4,705 New
WAM
229
Weatherly Asset Management
California
$219K +$219K +4,643 New
FAIM
230
Financial Advocates Investment Management
Washington
$215K +$215K +4,561 New
SS
231
Simplicity Solutions
Minnesota
$215K +$215K +4,568 New
SWG
232
Summit Wealth Group
Vermont
$213K +$213K +4,528 New
MWP
233
Meridian Wealth Partners
Pennsylvania
$212K +$212K +4,496 New
HB
234
Homrich & Berg
Georgia
$212K +$212K +4,504 New
AMG
235
Advisors Management Group
Wisconsin
$207K +$207K +4,392 New
DWT
236
Dorsey & Whitney Trust
South Dakota
$206K +$206K +4,372 New
BSSFA
237
Baron Silver Stevens Financial Advisors
Florida
$205K +$205K +4,354 New
APW
238
Austin Private Wealth
Texas
$200K +$200K +4,236 New
RP
239
Rowlandmiller & Partners
Georgia
$159K +$159K +3,370 New
IWP
240
IAG Wealth Partners
Wisconsin
$132K +$132K +2,788 New
TWM
241
Tradition Wealth Management
Minnesota
$131K +$131K +2,782 New
US Bancorp
242
US Bancorp
Minnesota
$128K +$128K +2,722 New
TI
243
tru Independence
Oregon
$109K +$109K +2,304 New
FCFS
244
First Command Financial Services
Texas
$108K +$108K +2,301 New
FCB
245
First Command Bank
Texas
$108K +$108K +2,301 New
PP
246
PrairieView Partners
Minnesota
$107K +$107K +2,275 New
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$106K +$106K +2,247 New
OC
248
Oakworth Capital
Alabama
$80K +$80K +1,705 New
GT
249
Glenmede Trust
Pennsylvania
$62K +$62K +1,319 New
SPIA
250
Steward Partners Investment Advisory
New York
$61K +$61K +1,288 New
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